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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,794 | $59,467-78.5% | $93,727-86.3% | $74,478-82.8% |
| Participation rate | 64.3% | 59.6%+4.7pp | 68.7%-4.4pp | 67.2%-2.9pp |
| Annual return | 13.31% | 82.14%-68.8pp | 133.83%-120.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,102 | $1,267-13.0% | $2,421-54.5% | $2,626-58.0% |
| Participant deferral / active EE | $1,476 | $3,052-51.6% | $4,417-66.6% | $4,350-66.1% |
| Admin fee / account holder | $1,188 | $3,028-60.8% | $8,292-85.7% | $1,946-38.9% |